Quarterly Investor Letter: Q3 2024
Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the third quarter of 2024, we dive into the Fed's interest rate cut, the potential for renewed interest in small-cap stocks, why it's important to be a patient investor, and more.
As Your OCIO Provider, We've Got You Covered
Our team takes on the rigors of investment management while always striving to maintain your core values and advance your financial goals.
How Will the Election Impact My Investments?
As the presidential election draws closer, it's important to understand how such events can influence the markets and why, as long-term investors, we don’t make shifts based on anticipated election outcomes.
Read the BlogMarkets at a Glance: Q3 2024
Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the third quarter of 2024, including the delicate balancing act the U.S. Federal Reserve faces to help stabilize inflation around 2% per year, while maintaining a healthy jobs market.
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
View The Report
Updates and news on Wespath company news, funds, shareholder engagement and advocacy.
This report details our latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!
White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
